Library/Value Is Not at Settlement
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Value Is Not at Settlement

Alejandro Soumah·May 20, 2026·Substack
liquidity allocation, not settlement, is where prediction markets create real value

Why It's Worth Reading

Argues that value in prediction markets is generated not at settlement but through the ongoing process of liquidity allocation and repricing. Explores how prediction markets differ from traditional markets at the microstructure level — the key distinction being the representation of the asset, not the mechanism — and how their bounded outcome space makes them composable, enabling liquidity to attach to things that previously had value but no market.

No technical background needed

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